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Costco

2,800 hedge funds and large institutions have $169B invested in Costco in 2021 Q4 according to their latest regulatory filings, with 461 funds opening new positions, 1,022 increasing their positions, 965 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+357
Holders Change %
+14.61%
% of All Funds
43.24%
Holding in Top 10
231
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+51.97%
% of All Funds
3.57%
New
461
Increased
1,022
Reduced
965
Closed
67
Calls
$5.14B
Puts
$5.55B
Net Calls
-$404M
Net Calls Change
+$68.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
2151
Formidable Asset Management
Ohio
$455K -$3.39K -6 -0.7%
WWP
2152
Waypoint Wealth Partners
California
$455K +$46.5K +82 +11%
UWM
2153
Udine Wealth Management
Florida
$454K +$454K +800 New
TI
2154
Truepoint Inc
Ohio
$453K +$41.4K +73 +10%
BBHC
2155
Brown Brothers Harriman & Co
New York
$452K -$4.32K -7,611 -0.9%
OPA
2156
Old Port Advisors
Maine
$451K +$64.8K +118 +17%
PCFFS
2157
Pacific Center for Financial Services
California
$445K +$568 +1 +0.1%
PCS
2158
Personal CFO Solutions
New Jersey
$444K -$9.67K -17 -2%
VC
2159
Veracity Capital
Georgia
$442K +$19.9K +35 +5%
CIM
2160
Confluence Investment Management
Missouri
$440K -$7.38K -13 -2%
PAM
2161
Palisade Asset Management
Minnesota
$440K +$5.11K +9 +1%
BFA
2162
Bill Few Associates
Pennsylvania
$440K +$440K +775 New
CFD
2163
Creative Financial Designs
Indiana
$439K -$120K -212 -22%
PSP
2164
Principal Street Partners
Tennessee
$437K +$55.7K +98 +15%
GF
2165
Gries Financial
Ohio
$434K -$36.9K -65 -8%
CWC
2166
Carolinas Wealth Consulting
North Carolina
$434K +$27.8K +49 +7%
TWA
2167
Tillar-Wenstrup Advisors
Ohio
$434K +$434K +765 New
GL
2168
Graypoint LLC
New York
$432K +$68.8K +121 +19%
EE
2169
EWG Elevate
California
$431K +$1.13K +2 +0.3%
WBCM
2170
Wilson & Boucher Capital Management
California
$431K +$431K +759 New
WB
2171
West Bancorporation
Iowa
$431K +$431K +760 New
LA
2172
LexAurum Advisors
Kansas
$429K +$30.7K +54 +8%
WE
2173
Wealth Effects
Massachusetts
$429K +$429K +756 New
WKSWA
2174
White Knight Strategic Wealth Advisors
New Jersey
$428K +$428K +754 New
FDS
2175
Freedom Day Solutions
Texas
$427K +$427K +752 New